Onchain Lensのモニタリングによると、ある大口保有者が本日、ローン返済のためにバイナンスに15,001 ETH（3,457万米ドル相当）を入金した。過去2日間で、この大口保有者は累計121,185 ETH（総額2億9,200万米ドル）をバイナンスに預け入れている。

Alternative inflation metrics are pointing to a rapid cooling in U.S. price pressures, potentially reshaping expectations for Federal Reserve policy and influencing risk assets such as cryptocurrencies.Real-time data from Truflation shows U.S. inflation falling well below official government readings, even as the Federal Reserve remains cautious on interest rate cuts.As of Sunday, Truflation’s U.S. Consumer Price Index (CPI) registered 0.86% year over year, down sharply from 1.24% a day earlier. Its proxy for core personal consumption expenditures (PCE)—the Fed’s preferred inflation gauge—stood at 1.38%, comfortably below the central bank’s 2% target.By contrast, official data shows U.S. CPI at 2.7% for December and core PCE at 2.8% in November, highlighting a growing divergence between real-time and lagging inflation measures.Truflation aggregates millions of daily price points across housing, food, energy, insurance, and services, offering a faster-moving view of inflation dynamics than traditional monthly releases.Fed policy uncertainty and market impactThe data arrives shortly after the Federal Reserve paused rate cuts and signaled uncertainty around near-term easing. Some market participants now argue policymakers may be reacting too slowly to rapidly improving inflation conditions.Interest rate expectations are closely tied to U.S. dollar liquidity and global risk appetite. Historically, falling inflation and rate cuts have weakened the dollar and supported risk assets, including Bitcoin and broader crypto markets.U.S. dollar at a potential inflection pointTechnical signals suggest the U.S. dollar may already be under pressure. The U.S. Dollar Index recently closed below a long-term support level that had held for more than a decade, according to market data—raising the risk of a sustained downtrend if confirmed.Macro investors, including Real Vision founder Raoul Pal, have previously argued that a weaker dollar is structurally beneficial, easing global dollar-denominated debt burdens and supporting liquidity-driven assets.If alternative inflation data continues to diverge from official readings, pressure may build on the Federal Reserve to reassess its policy stance—an outcome that could prove increasingly supportive for crypto and other risk-sensitive markets.

Neo co-founder Erik Zhang announced that Da Hongfei has regained his posting rights on Neo's official social media accounts. According to Foresight News, Zhang stated that Hongfei will use these rights responsibly, focusing solely on official communications and refraining from sharing personal content. Zhang emphasized that this should not be seen as an 'authorization' but rather as a return and sharing of governance power that had been monopolized by one party, a power that rightfully belongs to Hongfei.

Between October 2024 and October 2025, China, India, and Brazil collectively divested approximately $183.2 billion in U.S. Treasury securities. According to NS3.AI, this move indicates a coordinated effort to reduce reliance on dollar assets. Concurrently, these nations have increased their gold reserves to over 3,350 tons, valued at around $430-450 billion, as a safeguard against dollar volatility. This strategic shift highlights growing concerns over the potential weaponization of the U.S. dollar and an accelerating trend of de-dollarization among BRICS countries.

バイナンスは声明を発表し、SAFU基金の初回資産転換を完了し、1億ドル相当のステーブルコインでビットコインを購入したと明らかにした。バイナンスSAFU基金のBTCアドレスは1BAuq7Vho2CEkVkUxbfU26LhwQjbCmWQkDである。バイナンスは残りのSAFU基金を継続してビットコイン購入に充て、当初発表から30日以内に完了させることを目標としている。

金、銀、貴金属「史上級の激震」の後、底値買いのチャンスか？金色财经、長期的な強気相場の論理は変わらないが、短期的な売り圧力が収まらず、変動が激しい。

On February 2, a significant development was reported by Hyperinsight regarding a prominent ZEC short seller. According to BlockBeats, the address known for its large-scale short positions on ZEC has initiated a new short position on XMR. The address, identified as 0xd475…, has opened a short position of 2,500 XMR, valued at approximately $1.0009 million, with an opening price of $708.78. The current liquidation price for this position is set at $10,633.86, while the market price of XMR stands at $400.37, indicating that the short position is currently in a profitable state. This address gained notoriety for establishing substantial short positions on ZEC, starting at a price of $184, and at one point, experiencing a floating loss of $21 million before turning profitable. Presently, the address also holds significant short positions in ETH and MON.

비트코인은 8만 달러 아래로 떨어졌지만 금보다 회복력을 보이고 있습니다. 온체인 데이터에 따르면 신규 주소가 크게 증가한 반면, 기술적 분석에 따르면 단기적으로 추가 하락의 위험이 있습니다. source: https://ko.spaziocrypto.com/biteukoin/biteukoin-8man-dalreo-araero-harag-geum-pograge-daehan-ganginhan-hoebogryeog/

Bitcoin markets entered a period of heightened stress at the end of January 2026. source: https://coindoo.com/while-bitcoin-dropping-concerns-investors-bitcoin-everlight-secures-250000-in-presale-funding/

Nvidia shares edged lower premarket after CEO Jensen Huang clarified that the company’s $100 billion OpenAI investment was not a firm commitment. source: https://tokenist.com/why-are-nvidia-shares-lower-premarket-ceo-clarifies-openai-investment/?utm_source=rss&utm_medium=rss&utm_campaign=why-are-nvidia-shares-lower-premarket-ceo-clarifies-openai-investment

Chainlink [LINK] dropped to a September 2024 low amid increased selling pressure source: https://ambcrypto.com/chainlink-slips-below-9-as-21-weekly-drop-hits-this-is-the-only-hope-for-bulls/

ロシア当局は、国内最大級のビットコイン採掘企業であるBitRiverの創業者兼最高経営責任者（CEO）イゴール・ルネツ氏を、脱税疑惑に関する捜査の一環として自宅軟禁処分とした。これにより同社が直面する法的・財務的課題はさらに深刻化している。

ジャスティン・サン氏の元交際相手を名乗る女性が、同氏が複数のバイナンス口座と従業員を利用してTRX価格を人為的に吊り上げた後、個人投資家にトークンを売却したと告発した。彼女は証拠を所持しており米証券取引委員会（SEC）との協力に前向きだと主張する一方、サン氏はこの主張を「FUD（恐怖・不確実性・疑念）」として一蹴している。

なぜビットコインの最大のリスクは規制や価格ではなく、数学そのものなのか。

暗号資産市場がこれほど急落した要因は何か？業界関係者は今後の相場をどう見ているのか？最大のビットコイン・イーサリアム保管企業であるStrategyとBitmineは、現在の相場でも持ちこたえられるのか？

米国はテヘランに対する金融圧力キャンペーンを前例のないレベルで強化し、国際的な禁輸措置下にあるイランの団体への取引を助長したとして、2つの仮想通貨取引所に対して制裁を発動した。

レボルトは、製品開発とアジア全域での事業拡大を支援するため、2024年から2025年にかけて従業員数を倍増させたのに続き、今後3年間でシンガポールにおける従業員数をさらに3倍に拡大する。この動きはシンガポール経済開発庁（EDB）とEDBIの支援を受けており、シンガポールは今後もレボルトの地域事業における主要拠点として位置づけられる。

イーサリアムのロニンネットワーク上で展開されるファンタジーMMORPG『Forgotten Runiverse』は、財政難によりサーバーを一時停止します。ただし開発チームはプロジェクト終了ではないと表明しています。開発陣が今後の展開を検討する間、全プレイヤーデータは安全に保管されます。

FTX の創設者であるサム・バンクマン・フリード氏は、ドナルド・トランプ米大統領への賛辞を公に強める一方で、ジョー・バイデン前大統領の暗号通貨セクターへの対応を批判しており、この動きは、キャロライン・エリソン氏が連邦当局の拘留から解放されたことを受けた戦略的な政治的転換と広く解釈されている。

暗号市場とFRBに関する誤った物語について、流動性の援軍が今まさに駆けつけようとしている。